Who owns WIW (WIW)
Which tracked institutional funds hold WIW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WIW company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
5 tracked funds added or opened WIW while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WIW’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes WIW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WIW divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 92 tracked filers holding WIW, 39 increased or opened the position and 45 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WIW between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- GatePass Capital, LLC$822K
- Corient Private Wealth LLC$724K
- Quantinno Capital Management LP$561K
Full exits 2
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2M
- READYSTATE ASSET MANAGEMENT LP$696K
Largest adds
- PFG Investments, LLC$582K
- RAYMOND JAMES FINANCIAL INC$516K
Largest trims
- Private Advisor Group, LLC$3M
- Saba Capital Management, L.P.$2M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$2M
- MORGAN STANLEY$1M
- Invesco Ltd.$724K
- LPL Financial LLC$673K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 7,208,667 | $61M | 30.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,412,848 | $12M | 5.9% | 2026-Q1 |
| 1607 Capital Partners, LLC | 1,192,990 | $10M | 5.0% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | 1,075,268 | $9M | 4.5% | 2026-Q1 |
| PenderFund Capital Management Ltd. added | 1,023,197 | $9M | 4.3% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 963,439 | $8M | 4.0% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 870,715 | $7M | 3.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 858,470 | $7M | 3.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 777,957 | $7M | 3.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 670,242 | $6M | 2.8% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 600,354 | $5M | 2.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 556,785 | $5M | 2.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 490,058 | $4M | 2.0% | 2026-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 462,748 | $4M | 1.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 353,195 | $3M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 282,562 | $2M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 265,508 | $2M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 251,868 | $2M | 1.0% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC added | 244,874 | $2M | 1.0% | 2026-Q1 |
| Matisse Capital | 230,000 | $2M | 1.0% | 2026-Q1 |
| Atala Financial Inc added | 192,584 | $2M | 0.8% | 2026-Q1 |
| TrueMark Investments, LLC added | 190,656 | $2M | 0.8% | 2026-Q1 |
| Ionic Capital Management LLC | 170,464 | $1M | 0.7% | 2026-Q1 |
| NWF Advisory Services Inc. added | 156,450 | $1M | 0.7% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. added | 156,351 | $1M | 0.7% | 2026-Q1 |
| Summit Financial, LLC added | 140,832 | $1M | 0.6% | 2026-Q1 |
| Saba Capital Management, L.P. trimmed | 140,585 | $1M | 0.6% | 2026-Q1 |
| ROBERTS GLORE & CO INC /IL/ trimmed | 123,251 | $1M | 0.5% | 2026-Q1 |
| Wakefield Asset Management LLLP added | 118,814 | $1M | 0.5% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 108,361 | $917K | 0.5% | 2026-Q1 |
| Cutler Capital Management, LLC added | 106,092 | $898K | 0.4% | 2026-Q1 |
| GRACE & WHITE INC /NY | 97,961 | $829K | 0.4% | 2026-Q1 |
| GatePass Capital, LLC added | 97,200 | $822K | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 95,163 | $805K | 0.4% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 85,800 | $726K | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC new | 85,587 | $724K | 0.4% | 2026-Q1 |
| PFG Investments, LLC added | 84,342 | $714K | 0.4% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 83,413 | $706K | 0.3% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 72,553 | $614K | 0.3% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 68,910 | $590K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 68,447 | $579K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 68,025 | $575K | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP new | 66,332 | $561K | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 65,420 | $553K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 56,638 | $479K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 52,519 | $444K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 50,470 | $427K | 0.2% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 42,123 | $356K | 0.2% | 2026-Q1 |
| UHLMANN PRICE SECURITIES, LLC added | 35,680 | $302K | 0.1% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT | 34,406 | $291K | 0.1% | 2026-Q1 |
| BlackDiamond Wealth Management, LLC trimmed | 26,066 | $221K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 22,147 | $185K | 0.1% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 21,219 | $180K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 18,617 | $158K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 18,305 | $155K | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC | 16,633 | $141K | 0.1% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 15,381 | $130K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,782 | $125K | 0.1% | 2026-Q1 |
| ACCREDITED INVESTOR SERVICES, LLC trimmed | 14,317 | $121K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 13,753 | $116K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 13,604 | $115K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 12,566 | $106K | 0.1% | 2026-Q1 |
| DKM Wealth Management, Inc. | 12,000 | $102K | 0.0% | 2026-Q1 |
| Mezzasalma Advisors, LLC added | 11,825 | $100K | 0.0% | 2026-Q1 |
| Integrity Advisory Solutions, LLC new | 11,356 | $96K | 0.0% | 2026-Q1 |
| Fiera Capital Corp trimmed | 11,218 | $95K | 0.0% | 2026-Q1 |
| Commerce Advisors, LLC new | 11,000 | $93K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 10,303 | $87K | 0.0% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 9,118 | $77K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 8,418 | $71K | 0.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,924 | $59K | 0.0% | 2026-Q1 |
| Hara Capital LLC | 6,774 | $57K | 0.0% | 2026-Q1 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 238,911 | $2M | 1.0% | 2025-Q4 stale |
| STANSBERRY ASSET MANAGEMENT, LLC added | 86,419 | $768K | 0.4% | 2025-Q3 stale |
| READYSTATE ASSET MANAGEMENT LP added | 80,982 | $696K | 0.3% | 2025-Q4 stale |
| U.S. Capital Wealth Advisors, LLC trimmed | 76,906 | $684K | 0.3% | 2025-Q3 stale |
| Concorde Asset Management, LLC added | 55,250 | $475K | 0.2% | 2025-Q4 stale |
| COMERICA BANK added | 52,810 | $454K | 0.2% | 2025-Q4 stale |
| SIT INVESTMENT ASSOCIATES INC trimmed | 50,481 | $434K | 0.2% | 2025-Q4 stale |
| Hennion & Walsh Asset Management, Inc. trimmed | 33,182 | $292K | 0.1% | 2025-Q1 stale |
| Clear Creek Financial Management, LLC | 28,900 | $253K | 0.1% | 2025-Q2 stale |
| Global Retirement Partners, LLC new | 26,639 | $229K | 0.1% | 2025-Q4 stale |
| Almitas Capital LLC trimmed | 22,523 | $198K | 0.1% | 2025-Q1 stale |
| Traub Capital Management LLC trimmed | 21,612 | $192K | 0.1% | 2025-Q3 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 21,542 | $185K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 18,365 | $157K | 0.1% | 2025-Q4 stale |
| Arnhold LLC | 17,500 | $154K | 0.1% | 2025-Q1 stale |
| GRIES FINANCIAL LLC | 16,126 | $143K | 0.1% | 2025-Q3 stale |
| Moors & Cabot, Inc. | 15,000 | $132K | 0.1% | 2025-Q1 stale |
| Walleye Capital LLC trimmed | 14,423 | $126K | 0.1% | 2025-Q2 stale |
| Elequin Capital, LP trimmed | 12,704 | $112K | 0.1% | 2025-Q1 stale |
| PEAPACK GLADSTONE FINANCIAL CORP trimmed | 12,377 | $108K | 0.1% | 2025-Q2 stale |
| NORTHERN TRUST CORP new | 12,000 | $105K | 0.1% | 2025-Q1 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 12,000 | $105K | 0.1% | 2025-Q2 stale |
| XTX Topco Ltd new | 11,722 | $101K | 0.0% | 2025-Q4 stale |
| TWO SIGMA SECURITIES, LLC added | 10,864 | $93K | 0.0% | 2025-Q4 stale |
| StoneX Group Inc. added | 10,369 | $91K | 0.0% | 2025-Q1 stale |
| WealthShield Partners, LLC new | 10,000 | $88K | 0.0% | 2025-Q2 stale |
| Kestra Advisory Services, LLC trimmed | 7,424 | $64K | 0.0% | 2025-Q4 stale |
| US BANCORP \DE\ trimmed | 6,746 | $60K | 0.0% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.